The Transcript

In this episode of The Transcript Podcast, we discuss the worsening supply chain situation, the regulatory actions in China, and the persistent labor issues that may be resolved soon. 

Show Notes:

00:00:00 Introduction

00:00:12 Labor issues easing with the end of unemployment benefits

00:01:37 Cost inflation higher than companies expected

00:02:20 Some tapering likely this year

00:03:06 Chinese governments restricts kids’ time online 

00:05:39 Still no signs of supply chains improving

00:07:55 Travel is slowing down

00:09:25 Cybersecurity spending likely to go up

In this episode, we discuss the dampening effects of the Delta variant, the strong start to back-to-school, and the metaverse/omniverse that is getting companies excited. 

Show Notes:

00:00:00 Introduction

00:00:15 Marginal dampening from the Delta variant

00:01:34 Covid vaccine booster shots needed

00:03:48 No one wants lockdowns again

00:05:18 People are looking forward to back-to-school.

00:06:36 Regulations in China and the effect on tech companies

00:08:31 The metaverse/omniverse is coming

00:09:48 The metaverse could become larger than current economy

Welcome to Episode 29 of The Transcript Podcast. This is a special episode as it is a recording of a Twitter Spaces conversation we held on Friday, 13th August with two special guests.
In this episode, we discuss the key themes that we took note of in Q2 2021. The episode is brought to you in partnership with Quartr and Koyfin. 

In this episode, we discuss we discuss how the delta variant is dampening the summer euphoria, what companies are seeing in June/July data, and our Q2 review on Twitter Spaces this Friday. 

The episode is based on yesterdays’ newsletter which is available on Substack.
 
Show Notes:

00:00:00 Introduction
00:00:15 Delta variant slowing summer euphoria
00:01:17 June-July data from companies is positive
00:02:26 Push back on return to office
00:02:51 Seasonality and inflation may cause headwinds
00:03:51 The underlying economy is strong and robust
00:05:00 Tough comps

In this episode, we cover the robust earnings we are seeing from companies, perspectives on inflation especially labor-related inflation, and developments in the auto industry. 

Show Notes:

00:00:00 Introduction

00:00:57 Robust earnings are beating expectations

00:01:52 Labor market still tight but improving

00:02:36 Inflation is being borne by consumers

00:04:06 Delta variant spreads but life goes on

00:06:04 Public sentiment towards EVs at inflection point

00:06:44 Driverless cars are here and scaling

00:08:05 The metaverse enters mainstream conversation

00:10:19 Short videos are the in thing

In this episode, we discuss the challenges companies are having in hiring, the worries around the Delta variant and the inflection in business travel

Show Notes:
00:00:00 Introduction

00:00:13 Delta variant threat to the unvaccinated

00:01:41 It's a workers’ market

00:04:30 Supply chains constraints still driving inflation

00:05:37 Emerging market vaccine manufacturing ramping up

00:06:44 Changing dynamics of M&A markets

00:07:18 Unicorns are their own asset class

00:07:58 Business travel is bouncing back

In this episode, we discuss how the largest US banks are doing, continued discussions around inflation, and the Delta variant that is beginning to get the attention of the C-suite. 

Show Notes:

00:00:00 Introduction

00:00:40 Strong economy but supply chain bottlenecks persist

00:01:21 The Fed and Treasury insist the inflation is transitory

00:03:22 Delta variant might slow down the party 

00:05:17 Banks are doing very well 

00:06:33 Bank CEOs really want people back in the office

In this episode, we preview the earnings season that unofficially kicks off this week and look back at some of the key themes we have been observing so far. 

Show Notes:

00:00:00   Introduction
00:00:15   Back to school anticipation
00:04:38   Earnings season coming up
00:05:39   All eyes on the supply chain
00:07:39   Strong quarters for banks expected

In this episode, we discuss the tight supply chains, global progress in vaccinations and reopenings, and the state of the housing market. The episode is based on yesterdays’ newsletter which is available on Substack. 

Show Notes:

00:00:00 Introduction

00:00:19 Supply chains are consistently inconsistent

00:01:57 Inflection point for lumber and used cars

00:02:01 Green shoots expected in supply chain in coming weeks

00:02:55 Global volume trade back to pre-pandemic levels

00:05:04 90-day lag between the US and the rest of the world 

00:05:35 Cruiseships are back in operation

00:05:49 Housing industry bullish on longer-term prospects

00:08:34 Substack makes you smart

In this episode, we discuss the Fed's perspectives on inflation and interest rates vis-à-vis those of banks and other companies, the easing supply chain issues, and a bit about the metaverse.

This episode is based on yesterday's transcript which can be found here. 

Show Notes:

00:00:00: Introduction

00:00:13: Fed acknowledges strong economy

00:01:09: Monetary policy remains accomodative

00:03:28: Labor market is tight

00:05:00: Bank CEOs want people back in offices

00:05:48: Employees expect more flexibility

00:07:03: Theme parks demand is up

00:08:40: Supply chains are recovering

00:09:46: What is the metaverse?